Overview
📄 Turn the orders in your spreadsheet into professional PDF invoices and happy customers, in minutes.

DocMaster is an invoice generator, order manager and inventory tracker that lives inside Google Sheets™ and Google Docs™. Add your products and customers, create an order, and DocMaster makes the invoice, saves the PDF to your Google Drive™, keeps your stock count right and can email your customer from your own Gmail™. No new software to learn and no data to move: your orders stay in your own spreadsheet. Made for small shops, online sellers, sales teams, freelancers, wholesalers and service businesses.


WHY PEOPLE USE DOCMASTER

Most small businesses start with a spreadsheet. It works until the day an invoice has to be retyped for the third time, a price changes in one place but not another, or the stock count no longer matches the shelf. DocMaster keeps the spreadsheet you already know and adds the parts that are slow and easy to get wrong:

► You type an order once. The invoice, the stock change and the customer email all come from it.
► Totals, taxes, discounts and invoice numbers are worked out for you, so they are the same every time.
► Every invoice is saved as a PDF in your own Google Drive™, in a folder named DocMaster, easy to find and easy to share.
► You see at a glance what needs you today: orders to do, money not paid yet, and products running low.


FEATURES

► Ready in a minute: open a Google Sheet™, answer two questions (your business name and currency), and DocMaster sets up its tabs and makes a first sample invoice. A few sample products and one sample customer are added so you can see how it works, and a banner on Home offers to remove them.

► Invoice generator: make an invoice with the order, or for many orders at once, 20 at a time, with a progress bar you can leave and come back to. Invoice numbers, taxes, discounts and totals are filled in for you. Every invoice is saved as a PDF in your Google Drive™.

► Ready-made invoice looks: choose Classic, Modern, Simple or Compact, or use your own Google Docs™ invoice and type a marker where each detail should go, such as customer name, address, items, totals and dates. Show a date as a date, money as money, or a name in capitals. Add your logo and signature once, and they go on every invoice and email.

► Order management: pick products from your list, set quantities, apply discounts and a delivery charge, and follow every order from new to paid to done. Cancel an order and the stock comes back.

► Write an order: type or paste a customer's message and DocMaster fills in the order for you to check before anything is saved.

► Inventory and stock tracking: stock goes down when an order is made and comes back on cancel or refund. See what is running low, update stock in a tap and review the stock history.

► Import products, customers and orders: pick a file from Google Drive™ (CSV, Excel, JSON or Google Sheets™) or paste a list. DocMaster matches your columns from their names, understands messy files, shows a preview of what will be added and skipped, and lets you undo the import.

► Customer list (simple CRM): contact details, find a customer by email, and see their past orders. Choose a returning customer and their details fill in.

► Payments and reminders: see which invoices are paid and which are waiting, take part payments, set a due day, and send a payment reminder by hand or let it go out for you.

► GST and VAT: choose Simple tax, India GST (CGST, SGST and IGST) or VAT, add your tax ID, and use your own invoice numbers if you like.

► Email to customers: send the invoice, a thank-you for payment or an update when the order is done, from your own Gmail™, with ready-made email templates you can edit. There is one for each stage of an order: new, confirmed, paid, done, cancelled and refunded.

► Write an email: say what you want to tell the customer and DocMaster drafts it for you to check.

► Quotations: start an order as New, send the ready-made quotation email (valid for 30 days), and turn it into an order when your customer agrees.

► Google Calendar™ reminders: give an order a delivery date and DocMaster adds an event to your Google Calendar™ with reminders a day before, two hours before and at delivery time. Change the date and the event moves. Cancel the order and it is removed.

► Reports, summary emails and History: sales for today, this week or this month, money still owed by how late it is, best sellers, a daily or weekly summary email, and a record of orders, stock changes, customers and emails.


HOW TO MAKE AN INVOICE IN GOOGLE SHEETS™

1. Open your Google Sheet™ and open DocMaster from the side panel.
2. Tap New order.
3. Pick the products your customer bought and set the quantities. Type the customer's name or email: if they have ordered before, their details fill in.
4. Check the total, then tap Create order and invoice.
5. Your invoice is ready as a PDF in your Google Drive™. Look at it, download it, or email it to your customer.

The next invoice takes the same steps, and the invoice number, taxes and totals are always worked out the same way.


YOUR DATA STAYS YOURS

Your orders, products and customers live in your own Google Sheet™. DocMaster opens only the files you pick and the files it makes itself. Invoices are saved in your own Drive™. Emails are sent from your own Gmail™ only when you tap send or switch an order email on.


WORKS FROM

► Google Sheets™: your products, customers and orders.
► Google Docs™: your invoice look.
► Google Drive™: saved invoices, and files you pick to import.
► Gmail™: the emails you choose to send.
► Google Calendar™: delivery events and reminders for your orders.


FREQUENTLY ASKED QUESTIONS

How do I create an invoice in Google Sheets™?
Open your Google Sheet™, open DocMaster from the side panel, tap New order, pick the products and the customer, and tap Create order and invoice. The invoice is made in seconds with the number, taxes and totals filled in.

Is there an invoice generator for Google Sheets™?
Yes. DocMaster makes invoices from the orders in your Google Sheet™ and saves each one as a PDF in your Google Drive™.

How do I make a PDF invoice from a Google Sheet™?
DocMaster saves every invoice as a PDF in a folder named DocMaster in your Google Drive™, or in the folder you choose.

How do I use my own invoice template in Google Docs™?
Choose your own Google Docs™ invoice in Invoice look, then type markers such as customer name, items and totals where each detail should go. Make an invoice from a real order to check how it looks.

How do I send invoices in bulk from Google Sheets™?
Open Invoices for many, leave the orders without an invoice ticked, and tap the button. DocMaster makes them 20 at a time with a progress bar. You can stop after a step and carry on, or close the panel and come back.

How do I track orders in Google Sheets™?
Each order is saved as a row in your own sheet with its customer, items, total and status. The Orders list shows what is new, what is waiting for payment and what is done.

How do I manage inventory and stock in Google Sheets™?
Add your products with their stock. Stock goes down with each order and comes back when you cancel or refund. Products running low show on your home screen, and the stock history lists every change.

How do I import products, customers or orders from Excel, CSV or another sheet?
Open Import data and pick the file from Google Drive™, or paste a list. DocMaster matches your columns by name, shows a preview and adds them after you confirm. You can undo the import.

How do I email an invoice to a customer from Google Sheets™?
After you make an order, tap Email invoice. The email is sent from your own Gmail™ with a link to the invoice, using a ready-made email you can edit.

How do I send emails when an order is new, paid or done?
Each stage of an order has its own email template: new, confirmed, paid, done, cancelled and refunded. Edit the words once and turn each email on or off.

How do I add tax, GST or VAT to an invoice?
Set the tax rate on your products. DocMaster works out the tax on each order. In More settings you can choose Simple tax, India GST (CGST, SGST and IGST) or VAT and add your tax ID.

How do I take a part payment or remind a customer to pay?
Open the order and tap Add a payment. The order shows what is paid so far and the balance due. Tap Remind to send the payment reminder, or switch on daily reminders for overdue invoices.

How do I make a quotation or estimate in Google Sheets™?
Start the order as New and send the ready-made quotation email, valid for 30 days. When your customer agrees, tap Turn into order and carry on to the invoice.

How do I number invoices automatically in Google Sheets™?
Every order and invoice gets its own number automatically, so you never type or repeat one. You can also switch on your own numbers, like INV-1042.

How do I reduce stock automatically when I sell something?
Make the order in DocMaster and the stock for each product goes down by the quantity sold. Cancel or refund the order and it goes back up.

How do I add a discount to an invoice?
Add a discount when you make or change the order. The invoice shows the discount and the new total.

How do I see which invoices are unpaid?
Your home screen shows the money not paid yet. Reports lists what is owed by how late it is. Mark an order as paid in one tap when the money arrives.

How do I create Google Calendar™ events and reminders from Google Sheets™?
Add a delivery date and time to an order and switch on Add to my Google Calendar™. DocMaster creates an event with reminders a day before, two hours before and at the time. If the date changes the event is updated, and if you cancel the order it is removed.

How do I get a daily or weekly sales report?
Open Reports to see sales, money owed and best sellers for today, this week or this month. Plus plan owners can have a daily or weekly summary email sent for them.

Can I invoice in my own currency?
Yes. Choose your currency once in My business.

Is my data safe?
Your orders, products and customers stay in your own Google Sheet™. DocMaster only opens files you pick or files it makes itself.

Do I need to write formulas or move my data?
No. DocMaster adds its own tabs to your sheet and you can import your lists from a file. You never write a formula.

Can my team use it?
Yes. Share the Google Sheet™ and each person installs DocMaster and opens it from the same sheet. Invoices are saved in each person's own Drive™ unless you choose a shared folder.


SUPPORT

Product page: https://www.codeinate.com/docmaster/
Documentation: https://www.codeinate.com/docmaster/documentation/
Email: support@codeinate.com
Privacy Policy: https://www.codeinate.com/docmaster/privacy/
Terms of Service: https://www.codeinate.com/docmaster/terms/

Built with care by Codeinate.

Google Sheets™, Google Docs™, Google Drive™, Gmail™, Google Calendar™ and Google Workspace™ are trademarks of Google LLC. DocMaster is not affiliated with or endorsed by Google.